Financial Advisory Services Job Description

Financial Advisory Services Job Description

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Financial advisory services provides transaction-related accounting and financial reporting support for transactions such as mergers and acquisitions, spin-offs, and other complex transactions.

Financial Advisory Services Duties & Responsibilities

To write an effective financial advisory services job description, begin by listing detailed duties, responsibilities and expectations. We have included financial advisory services job description templates that you can modify and use.

Sample responsibilities for this position include:

Senior financing specialists provide credit support as it relates to a portfolio of commercial borrowing clients in addition to providing origination support as it relates to the on boarding of target clients
Supports Senior Commercial Relationship Managers in the underwriting and administration of credit requirements primarily related to annual reviews
Financial statement analysis and development of credit structure solutions which meet the needs of our clients and are in line with the credit policies and appetite of the Bank by various industry sectors
Analyzing and valuing various structured products, loans, and other illiquid securities
Determining relevant valuation assumptions based on historical performance, collateral type, and economic scenarios
Utilizing a discounted cash flows framework to derive value indications at appropriate market yields
Reviewing and compiling published financial information, such as industry research reports, remittance data, and Bloomberg data across a wide range of asset classes
Assisting in the preparation of client deliverables including pitch materials and information requests
Participating in presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries
Performing financial-statement and other quantitative and qualitative assessments as required

Financial Advisory Services Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Advisory Services

List any licenses or certifications required by the position: CPA, ACCA, CA, CTP, AICPA, CICPA, CISA, CIA, CMA, GIAC

Education for Financial Advisory Services

Typically a job would require a certain level of education.

Employers hiring for the financial advisory services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Graduate, Engineering, Financial Services, Public Accounting, Mathematics, Computer Science, MBA, Economics

Skills for Financial Advisory Services

Desired skills for financial advisory services include:

Mergers and acquisitions
GAAS
US GAAP
SEC Reporting
Transaction advisory services
Appropriate Standard Industrial Classification and other methods
Purchase accounting and transaction related issues
Excel modeling
International Financial Reporting Standards
Securities and Exchange Commission financial reporting issues

Desired experience for financial advisory services includes:

Must be a self-motivated and results-oriented person, able to lead projects and interact with multiple departments
Minimum of 7 to 10 years product/marketing management in a professional services firm, preferably in the financial services/accounting industry
Bachelors degree or equivalent in business administration, marketing, brand management or similar
Bachelor’s on Master’s degree in accounting is strongly preferred
Minimum of three years of work experience at an accounting or valuation firm
Bachelor’s or master’s degree in accounting is strongly preferred

Financial Advisory Services Examples

1

Financial Advisory Services Job Description

Job Description Example
Our company is hiring for a financial advisory services. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial advisory services
  • Counsel subordinates and review and evaluate their performance
  • Assist in delivering advisory and or implementation services to clients on corporate recovery, restructuring, financial review, insolvency, exit strategy, liquidation, bankruptcy, disposition of non performing investments and other matters relating to distressed investments
  • Responsible for reviewing the work of subordinates and ensuring the maintenance of a professional standard of client service
  • The Risk Advisory Services Director is responsible for developing business and overseeing project and engagement management for all solutions under the Risk Advisory Services Practice
  • Manage engagement fundamentals
  • The Principal/ Partner will collaborate with Firm Leadership team to accomplish these goals
  • The Principal/ Partner will be responsible for maintaining quality standards of excellence and best practices
  • Responsible for coordinating closely with team members and other business and supporting departments
  • Utilizing complex discounted cash flow frameworks to derive value indications at appropriate market yields
  • Directing the efforts of financial analysts and reviewing their work product to ensure the delivery of an accurate and thorough work product within the required timeframe
Qualifications for financial advisory services
  • Approximately three to five years of business development, marketing, legal, investment banking or valuation experience with professional services firms
  • Approximately two to four years of real estate industry experience demonstrating solid real estate analytical capabilities
  • Advanced degree in Finance/Economics/Engineering/Risk Management/Quantitative Finance, or related quantitative fields are preferred
  • Industry experience from regulators / leading consulting firm / banking / exchange / credit agency / insurance / brokerage / private equity / asset management would be desired
  • Demonstrated expertise in analyzing financial statements knowledge of income tax
  • Ability to work effectively independently and as part of a teamAll resume information is received in confidence
2

Financial Advisory Services Job Description

Job Description Example
Our company is looking for a financial advisory services. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial advisory services
  • Identify breakthrough ideas or concepts that embody the transformative impact of AI & Analytics on our clients’ business
  • Help design and implement prototypes that demonstrate the art of the possible with emerging analytics, machine learning and Artificial Intelligence
  • Pilot new technology capabilities with early adopter clients to show how these capabilities can transform existing businesses and the way people live and work
  • Bridge the gap between the business and technology functions, articulating the business value of technology
  • Design and bring innovative technology solutions and new ways of working to clients
  • Work in challenging and dynamic environment
  • Taking proactive career steps - set goals and career plans with your career counsellor
  • Exercise the highest levels of leadership
Qualifications for financial advisory services
  • Practical understanding of the US and International FS Regulatory Implementation issues (DFA, Basel, Solvency, Stress Testing, CCAR, Stress Testing)
  • Certification of CICPA, HKCPA, CFE or relevant qualification is preferred but not essential
  • Contributing to the local office team and Financial Services Transaction Services team through sharing of administrative tasks and work to support the development of the practice
  • 2 – 6 years of experiences in reputable management consulting, investment banks, private equity, real estate advisory firms
  • Exposure in or around of the Finance Strategy disciplines, Finance Operating Model, Cost Reduction, Modelling, Finance Strategy, Finance Diagnostic, Business Partnering, or Commercial Finance
  • Knowledge of FS industry sectors
3

Financial Advisory Services Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial advisory services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial advisory services
  • Develop and maintain productive internal and external working relationships
  • Work effectively as a team member by demonstrating commitment to quality, furthering education, sharing responsibilities, maintaining communications and supporting senior team members
  • Firm wide technical resource on financial institution federal income tax matters
  • Gather and synthesize industry information from research sources including internet, trade publications, industry and equity analyst reports
  • Preparation of individual modules of financial models, proposals and sales pitch
  • A recognised Degree in Accounting / Economics / Commerce / Finance or any major business disciplines and/or Professional Accounting qualification
  • Knowledge in Financial Advisory type of work will be an added advantage
  • Ability to work in a team with initiative and excellent interpersonal skills
  • Computer literate with working knowledge of MS Office / Excel / Powerpoint
Qualifications for financial advisory services
  • Strong knowledge of treasury function and market risk
  • Manage client relationships, planning and delivering a range of Internal Audit services
  • Act as the key point of contact during audit assignments for stakeholder engagement
  • Complete Internal Audit assignments to budget and time across a number of locations
  • Work with a wide range of subject matter experts in areas such as IT, prudential regulation, conduct risk and treasury
  • Drive our continuous improvement in our Internal Audit methodology
4

Financial Advisory Services Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial advisory services. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial advisory services
  • Performs structured deal modelling and advanced analysis of the derivative portfolio
  • Generates and compiles hedge documentation of the derivatives portfolio and performs hedge effectiveness testing
  • Supports the review of new investments and new investment mandates
  • Provides financial analysis for monthly, quarterly, and annual reporting related to public and private investment portfolios
  • Under minimal guidance prepares standardized and ad hoc reports in a timely, accurate and efficient manner
  • Validates pricing and valuation models and maintains documentation and effective controls over valuation assumption changes
  • Collect financial information that is spread throughout CFOG and consolidate it into Excel spreadsheets
  • Develop standard monthly and quarterly reports on spending-versus-budget and other analytical needs
  • Embed within LAS as a crucial business partner
  • Provide proactive advice to LAS leaders regarding over/underspending, resource usage and, where relevant, revenue trends or other actionable observations
Qualifications for financial advisory services
  • Familiar with valuation issues of other real estate related assets such as debt secured by real estate, mezzanine loan positions, and other real estate related debt, CMBS and RMBS financial instruments
  • An understanding of the COSO internal control framework, Internal Audit Standards, SOX 404 and/or FDICIA
  • Requires 3-5 years of experience in financial services, either within a commercial banking enterprise or Big 4 management consulting organization
  • Building financial models discounted cash flow, market multiple, market transaction and option pricing analyses
  • Applying valuation methodologies
  • Writing business valuation and litigation support reports, including economic, industry, and company analysis, and application of business valuation approaches and methods
5

Financial Advisory Services Job Description

Job Description Example
Our growing company is hiring for a financial advisory services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial advisory services
  • Recruit and retain future leaders of the firm
  • Generate and manage large and complex data sets
  • Formulate hypotheses relevant for the issues being addressed
  • Apply statistical analysis
  • Develop and run econometric models in Stata, SAS, R, and/or other statistical programs
  • Organize documents and work papers, including the preparation of supporting materials for expert reports and other deliverables
  • Review and summarize materials produced in litigation matters such as depositions, financial statements, and client data
  • Draft written reports
  • Perform quality control reviews over work product
  • Use client data to develop actionable recommendations within a variety of functional areas
Qualifications for financial advisory services
  • Currently pursuing or recently completed a Bachelor's or Master's degree in Finance, Accounting, Economics, and Business Administration (with a concentration in Finance) from an accredited University
  • Ability to travel locally and nationally
  • Knowledge of and experience with structured securities modeling, and data sources such as Intex and Bloomberg
  • Ability to professionally represent the FAS practice in internal meetings with the support groups (IT, Accounting and HR)
  • Must have an ability to partner with others in a matrix organization while questioning status quo
  • Must be proficient in Microsoft Office Applications with advanced financial modeling skills

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